Best Investors Account Sign in
Inactive

Morgan D Stinchfield

Alphastar Capital Management

Greensboro, NC

Cornelius, NC

CRD 8246022

Claim This Profile
Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Alphastar Capital Management

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-08
  • NC RA
    APPROVED
    Since 2026-04-08

Branch Locations

701 Green Valley Rd Suite 100, Greensboro, NC 27408 • United States

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group Hampton VA 09/2017 12/2022
Paraclete Wealth Partners Burlington NC 12/2022 Present
Alphastar Capital Management Cornelius NC 04/2026 Present
Morgandale, Llc Burlington NC 07/2022 Present
Grace O'MAlley's Irish Pub Norfolk VA 10/2016 07/2017
Bluemoon Tap House At Waterside District Norfolk VA 07/2017 07/2018
  • 09/2017 → 12/2022
    World Financial Group
    Hampton, VA
  • 12/2022 → Present
    Paraclete Wealth Partners
    Burlington, NC
  • 04/2026 → Present
    Cornelius, NC
  • 07/2022 → Present
    Morgandale, Llc
    Burlington, NC
  • 10/2016 → 07/2017
    Grace O'MAlley's Irish Pub
    Norfolk, VA
  • 07/2017 → 07/2018
    Bluemoon Tap House At Waterside District
    Norfolk, VA
Other Businesses

the name of the other business; Paraclete Associates & Capital DBA Paraclete Wealth Partners whether the business is investment-related; Yes the address of the other business; Burlington, NC the nature of the other business; Insurance your position; Chief Distribution Officer the start date of your relationship; 12/2022 the approximate number of hours/month you devote to the other business; 160 the number of hours you devote to the other business during securities trading hours; 160 and briefly describe your duties relating to the other business; insurance business

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-16
  • S65 Uniform Investment Adviser Law Examination
    2026-03-16

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Greensboro, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor